Kevin Pinto
Kevin Pinto is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ashton, MD, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
17800 New Hampshire Ave, Ashton, MD, 20861
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kevin is an owner of DHJ Advisors, LLC, a support company. He dedicates minimal time to this business activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chevy Chase Financial Services
Chevy Chase Financial ServicesBroker
State Registrations16 states
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